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Procter & Gamble

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
2601
BT Wealth Management
Georgia
$206K +$202K +1,647 New
BIMC
2602
Benson Investment Management Company
Virginia
$205K – – –
EFL
2603
ERn Financial LLC
Wisconsin
$203K +$199K +1,626 New
MS
2604
Marshall & Sullivan
Washington
$202K -$36K -294 -15%
SWMG
2605
Signature Wealth Management Group
Georgia
$202K – – –
ATFA
2606
All Terrain Financial Advisors
Minnesota
$202K +$122 +1 +0.1%
PC
2607
Peavine Capital
Nevada
$200K +$196K +1,600 New
MG
2608
MilWealth Group
Wisconsin
$199K -$22.3K -182 -10%
AWM
2609
AllSquare Wealth Management
New York
$199K – – –
SIAS
2610
Shine Investment Advisory Services
Colorado
$197K +$46K +376 +31%
CP
2611
Corbenic Partners
Pennsylvania
$197K +$193K +1,577 New
PGAM
2612
Princeton Global Asset Management
New Jersey
$191K +$142K +1,159 +316%
VCS
2613
Vaughan & Co Securities
New Jersey
$190K +$186K +1,519 New
FBT
2614
First Bank & Trust
South Dakota
$185K -$61.5K -503 -25%
CA
2615
Centerpoint Advisors
Massachusetts
$184K -$17.7K -145 -9%
SLF
2616
Sun Life Financial
Ontario, Canada
$182K -$71.6K -585 -29%
CAL
2617
Capital Advisors Ltd
Ohio
$178K -$6.85K -56 -4%
Harding Loevner
2618
Harding Loevner
New Jersey
$176K – – –
VRM
2619
Vectors Research Management
New York
$176K +$27.9K +228 +19%
TCWM
2620
Total Clarity Wealth Management
Illinois
$175K +$172K +1,402 New
RWB
2621
RMR Wealth Builders
New Jersey
$173K +$170K +1,387 New
WA
2622
Winfield Associates
Ohio
$167K – – –
FCM
2623
Firestone Capital Management
Florida
$167K +$164K +1,338 New
CIA
2624
Cascade Investment Advisors
Oregon
$167K -$32.8K -268 -17%
DI
2625
Disciplined Investments
Oklahoma
$163K +$160K +1,307 New